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Example : Email Alert
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1 . Process Name : Email Alert when Account creates
The process starts when : A Record changes
2 . Add the Object : Account [ when a record is created or edited ] click on Save
3 . Add the Criteria : Amount Geaterthan 100000. [Criteria Name also Same ]
Select : All of the conditions are met (AND)
4 . Add the Action : Action Type -- Email Alert.
Action Name -- Auto Email Alert.
Email Alert --- Select the Email Alert [or] Create new Email Alert
5 . Save.
6 . Activate the Process builder.
21 дек 2018